Customer Success Team
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Building and Editing a Transfer Order
Adding Items to a Transfer Order Editing Line Items on a Transfer Order Sort Modes (Auto, Insert, and Add) Line Item Options Menu Workbench Menu Options Adding Items to a Transfer Order To add a...
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Troubleshooting Google Sign-In
Problem Role Basic Feature Solutions I get an error when trying to sign in with Google. User Using the Google Sign-In button Your Google Account email MUST match your Flex User...
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Connecting Flex to Google Calendar
Introduction Setting up Security Groups and User Permissions Connecting to Your Google Account Next Steps Introduction This article will cover the basics of getting started with your Flex to Goo...
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Edit Calendar Settings
Overview General Settings List View Settings Overview When you click the Edit Calendar Template cog-wheel next to the calendar template selector, you will see a popup with settings for that cal...
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Searching for an Element
Overview Searching from the Resource Browser Searching from the Projects Menu Overview There are two ways to search for all types of "Elements" (Quotes, Invoices, Event Folders, etc.) in your Fl...
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Connecting Flex to Your QuickBooks Online Account
Overview Connecting to Your QuickBooks Online Account Disconnecting from Your QuickBooks Online Account Overview Flex can integrate with QuickBooks Online, allowing you to push elements from Fle...
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Inventory Basics (Video)
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Creating a Crew Call
Overview Creating a New Crew Call Editing Crew Call Details Adding Child Elements to a Crew Call Deleting a Crew Call Undeleting a Crew Call OverviewThe Crew Call is a staffing element in Flex tha...
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Free Scan Out
Overview Free Scanning Equipment Out Assigning Free Scanned Out Equipment to a Job Printing the Free Scan Out Report Overview Sometimes you might have to scan equipment that isn’t assigned to a ...
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Building and Editing an Invoice
Adding Items to an Invoice Editing Line Items on an Invoice Sort Modes (Auto, Insert, and Add) Line Item Cog Wheel Options Workbench Menu Options Adding Items to an Invoice To add an item to an...